top of page

New Business Formation

Let us help you create a solid foundation for your business so you can focus on growing and thriving.

We are committed to helping you succeed by providing the necessary support to launch your business with a solid foundation. A methodical approach and meticulous planning are key to a successful and profitable business. Neglecting these steps in the early stages of business formation can lead to disaster and is often why many businesses fail.

Areas of Experties

  • It is imperative to create a business plan. We can help you establish a clear direction for your marketing, management, and financial strategies.

  • Evaluate your startup capital requirements.

  • Identify primary and alternative sources of startup capital.

  • Assess and quantify your borrowing capacity to determine the amount of capital required.

  • Select a business structure that aligns with your requirements by considering tax benefits, legal exposure, and operational simplicity.

  • QuickBooks accounting software setup

  • Tax planning for business startups

  • Accounting and bookkeeping services

  • Choose appropriate accounting software by considering your budget, requirements, and hardware.

  • Create a Cash Flow Budget to determine the amount of funds necessary to sustain the business monthly during the initial years. Unforeseen cash needs can be emotionally distressing.

  • Develop billing and collection procedures to enhance cash flow management.

  • Develop processes to oversee and regulate expenses.

  • Establish a home office to optimize your tax deductions.

  • Prepare and file all required state and local licenses and permits.

  • Prepare and file your application for your Federal Employer Identification Number.

  • Prepare payroll and payroll tax filing.

  • Help you stay compliant with employment laws to avoid penalties.

  • Determine your business insurance requirements.

  • Develop a comprehensive Partnership Agreement. This document is essential for all new partnerships and can effectively prevent significant financial and emotional issues in the future.

For more information or inquiries, please don't hesitate to contact us; we're here to provide you with the details you need.

bottom of page